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  • What's Apple Really Worth? Friday, 24 Oct 2008 | 12:41 PM ET
    Apple Store

    It becomes a monumental problem for Apple's valuation when you consider that if Apple didn't defer iPhone revenue, the product would account for 44 percent of Apple's fourth quarter revenue, and a whopping 63 percent of its profits from the device.

  • What the Pros Say: Is it Time to Buy? Monday, 13 Oct 2008 | 7:57 AM ET
    WALL STREET IN CRISIS - A CNBC SPECIAL REPORT

    Global stock markets rebounded Monday as the world's governments stepped up plans to bailout the financial sector. CNBC's experts weigh in on whether the rally has legs.

  • Apple As Wall Street Whipping Boy Wednesday, 8 Oct 2008 | 12:19 PM ET
    apple_earnings_2.jpg

    Apple Inc. is fast becoming the poster boy for all things that are wrong with Wall Street right now, and that in itself might represent an opportunity for the savvy investor willing to play the odds instead of curling up in a ball and letting traders kick them in the head over and over again.

  • High Tech Can Put You At High Risk Monday, 6 Oct 2008 | 11:40 AM ET
    tech_130x100.jpg

    People are putting more sensitive personal information online and with the growing use of mobile devices, there’s more risk than ever. While many people are aware of the high-tech threats, they may not be aware of how they’re exposed.

  • Apple And Street Need To Do Better Job With Each Other Wednesday, 1 Oct 2008 | 2:07 PM ET
    Apple Store 5th Ave NY

    I won't call it a war, but an intriguing battle is shaping up on Wall Street on the opinions running rampant about Apple Inc. and its prospects, both for this quarter and the coming year.

  • Apple Floodgates Open Wide: Your Emails Monday, 29 Sep 2008 | 2:27 PM ET

    Following Apple's spacerdowngrade parade early this morning, I suggested that the dithering on Wall Street was going to be "right," whether it was or not simply because it stood to become a self-fulfilling prophecy.

  • Apple's Surprising Downgrade Parade Monday, 29 Sep 2008 | 10:09 AM ET
    apple_logo_new.jpg

    It's not often -- like almost never -- that you see a downgrade parade like the one for Apple this morning, that doesn't follow earnings or some kind of catalyst.

  • RIM Wobbles And You Respond Friday, 26 Sep 2008 | 3:07 PM ET

    As you might expect, when a name-brand blue-blood tech company like Research in Motion so terribly disappoints the Street, leading to a 20-percent plunge in its shares, it's going to generate a healthy amount of dialogue.

  • RIM's "Irrational Exuberance" Friday, 26 Sep 2008 | 9:53 AM ET
    rim_logo_new.jpg

    There are downgrades, and there are downgrades, but I have never seen the kind of downgrade parade marching through Wall Street this morning related to Research in Motion and its stock.

  • Apple IS the Issue at RIM Thursday, 25 Sep 2008 | 7:54 PM ET

    In my earlier post about Research in Motion's bitter earnings miss, I speculated that before investors rush off to sell their Apple shares in sympathy, they may want to study RIM's reasons for its shortfall. And that appears to be good advice.

  • RIM_earnings.jpg

    To say that the optimism surrounding Research in Motion going into the company's second quarter earnings, reported just moments ago, was thick, is an understatement.

  • RIM Preview: You Want to Take This Call Thursday, 25 Sep 2008 | 11:59 AM ET
    RIM_earnings.jpg

    Earnings, real and growing earnings from a company not in the middle of the financial crisis. Come and get em!

  • RIM's Earnings To Come In Wireless "Surge" Thursday, 25 Sep 2008 | 9:32 AM ET
    RIM_earnings.jpg

    The news is good for BlackBerry, even in the face of iPhone's success, which speaks to my point yesterday that the sector is having no trouble supporting multiple success stories.

  • Yahoo CEO Email Tells Of Sweeping Layoffs? Wednesday, 24 Sep 2008 | 3:31 PM ET
    Yahoo Headquarters

    There's little chance that telegrams bring good news; likewise can be said when your email inbox suddenly shows a note from the CEO with the words, "Time for another update."

  • RIM Readies Earnings Facing "Brutal Competition" Wednesday, 24 Sep 2008 | 12:27 PM ET
    RIM_earnings.jpg

    Thursday will be a big day for Research in Motion as the company prepares to release its second fiscal 2009 quarterly earnings into a climate that's either really good, or really bad, for the wireless leader, depending upon who you believe on Wall Street.

  • Google Phone

    The "Dream" name disappeared this morning, in favor of T-Mobile's "G1" moniker instead, a nod to the first handset powered by Google's mobile operating system dubbed Android. And now the market has to weigh whether this is merely another competitor available, or everything Blackberry and iPhone aren't.

  • Dude, HP "Goes After" Dell Friday, 19 Sep 2008 | 1:45 PM ET
    HP

    HP is resurrecting the "Dude, You're Gettin' a Dell" campaign, which wasn't the brightest point in Dell's history, and now it's being used against it.

  • Palm Earnings Preview: Trying To Keep The Momentum Thursday, 18 Sep 2008 | 12:21 PM ET
    Palm Earnings

    It's not often that a company like Palm enjoys "bellwether" status, but such is the unusual result of these crazy times on Wall Street where investors are breathlessly searching for any kind of sign post they can find.

  • Google's gPhone: Is There Really Room For One More Device? Wednesday, 17 Sep 2008 | 12:34 PM ET
    google_logo_blue.jpg

    Google will hardly be a me-too vendor. I'm sure the new HTC "Dream" phone will be feature-rich. But how it looks and how it feels might eclipse what it does since there are so many other options out there for consumers right now.

  • Teck Stocks

    This has been a crazy week on the markets, and it's still only Tuesday morning out here in Silicon Valley. But look no further than the stalwarts in the PC business, like Apple, Hewlett-Packard and Dell to see a new kind of volatility index.

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